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X1 is Integration X’s next generation user interface based on the most modern principles for ease of use, ability to adapt to different work situation and to provide a stressless experience.

📚 (blue star) CONTENT:

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Logging in

To log in in to X1, all you need to do is to go to the homepage of your X1 solution.

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Enter your Login (username) and Password and click

Status
titleLog in
.

Forgot password?

Click the Forgot password and follow instruction to regain your password.

Upon succesful login to X1, you either have a blank user interface or you will se a default set of workspaces. If the system administrator as assigned a workbench for you, you will already see one or more workspaceswith predefined column views and maybe also some filters added to the search bar.

List view

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Workspaces

Depending on which workspaces you have permission to use you can access those from the '+' icon to the top right:

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Read more about the different workspaces by clicking here

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User account menu

To the top right you’ll find a profile icon. Click on it to see following information and options:

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Menu

Action / Explanation

User name

User role

X1 version

Mouse over user name to display the group(s) to which the user belongs.

The users role in the system, for instance ADMIN, SALESMAN etc.

Current version of X1

Reset Current Workbench

An admin assigned tool that gives the user a default set of workspaces/filters/views/sorting

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WARNING: If you reset your workbench all settings/changes that you have made will be overwritten and cannot be restored.

Fecth Assigned Workbench(es)

Fetch one or more assigned Workbenches to the user

Reset Ad Production Folder

Resets the folder where all regarding production in InDesign are stored if needed

Language

Choose a language from the list. Language settings will apply to all texts except those imported from other systems. English is default.

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INFO: Currently we support following languages:
Danish, English, Finish, French, Norwegian and Swedish

Logout

Logs you out of ADPOINT.

The search bar in X1 has been redesigned and had a major facelift so it now support both a advanced search (filtering) and a quick search mode. It is possible to combine both searches and also combine saved filters with advanced searches (filtering).

Click here for a full overview of Search bar functionality.

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List views, Manual update and Filter/Column views/Export menu

Below the profile icon you’ll find these four buttons:

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The last button with the three dots opens the menu for Filters, Views and the possiblity to make an export of ALL results in the current workspace as CSV and/or PDF format.

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Context menu

From one or more selected line items you can right click and open a context menu:

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MENU

ACTION

Approve*

Approves the selected line item

Change artist*

Opens a drawer with a list of all artists configured in the system with the opportunity to changed the current artist to another

Change artist to current*

Changes the artist to current user logged in to the system

Change deadlines*

Changes deadlines on the line item on different levels

Change insertion date*

Changes insertion date on the selected line item

Change production code*

Changes the production code and proof flag on the selected line item (from X1.4)

Change production site*

Changes the production site on the selected line item

Change status*

Changes status from current to another on the selected line item

Change writer to current*

Changes the writer to current user logged in to the system

Check in

Uploads all assets+layout documents from the local Adpoint folder back to the line item in the system

Check out

Downloads all assets+layout documents attached to the line item to the local Adpoint folder

Delete*

Deletes the selected line item

Deliver*

Delivers the digital creative(s) to the adserver (if set up on system)

Detach

Removes the creative on the current version of the line item

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INFO: The detached file can still be found from either the workspace AdTracking → Ad materials and/or Creatives

Download

Downloads the original creative file on the current version of the order

Download zipped materials

Downloads all creatives from a line item as a zipped file

Email

Opens a drawer with different opportunities on how to manuel send an email regarding the selected line item

Find Matching

Automatically filters on some configurable parameters in the Ad Tracking workspace (works here only)

Generate report

Opens a drawer with a list of possible configured reports to export

Initiate

Opens a drawer with different opportunities to select the selected line item ready for production

Link parent*

Opens a dialogue window where you can type in a line item which you want to link as a parent to the selected line item(s) and in that way X1 has a build in feature for composite adds.
(click here to see how composite adds can be controlled in the campaign view and click here to see how this can be controlled in the InDesign plugin)

Move to archive*

Moves the selected line item to the archive
(click here to read on how to search in the archive)

New note

Opens a drawer where you can add a note (+ set it to public) to the selected line item

Open campaign in new tab

Opens the selected n linetimes campaign view in a new tab in the browser

Open in Indesign

Opens the selected line item in InDesign for production of the add

Open in Indesign as read only

Opens the selected line item in InDesign without influence the production of the add

Open template

Opens a drawer with a list of self created templates for InDesign

Pickup

Opens a drawer with the opportunity to pickup creatives and/or asset + layout document from another to selected line item

Reprocess*

Reprocessing the selected line item(s) when there is a material attahed

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INFO: Only possible on print ads

Reset artist*

Resets artist on a line item

Tearsheet

Opens a tearsheet of the line item (subject to configuration). A tearsheet is a representation of a creative in the surroundings where it is published - ie on a printed page or on a website.

Upload

Opens a purple menu on top of the line item wherefrom it’s possible to click on either creative or assets.

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HINT: It’s also possible to use the drag & drop feature here

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WARNING: If a digital line item has more than one creative it’s only possible to use this upload menu on the first creative. It’s necessary to open the campaign view to be able to upload material to all other creatives and also to add the click tag to approve the digital line item.

Search by this value

Creates a search/filter on that specific content of a column in the search bar

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HINT: You can also use the shortcut:
PC:

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titleALT
+ mouse click - MAC:
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titleOPTION
+ mouse click

Pin to top

Pins the selected line item(s) to the top of the user interface

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INFO: The pinning will be lost when refreshing browser window but not when refreshing user interface window.

Pin to bottom

Pins the selected line item(s) to the top of the user interface

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INFO: The pinning will be lost when refreshing browser window but not when refreshing user interface window.

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INFO: * = Can also be used on multi selected line items

Selecting and clearing selected line items

Selecting one or more line items make it simple to apply the same action to all selected items. There are several ways of selecting/clearing selected line items. When a line items is selected it will have a light blue background color:

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Clear all seleceted line items

List of how to select/unselect line item(s):

Select one line item

Click once on a line item

Select more line items

  1. Click and hold for 1 sec and then drag down to select and up again to unselect.

  2. Hold down

    Status
    titleCTRL
    on a PC or
    Status
    titleCOMMAND
    on a Mac and then drag down to select and up again to unselect

Select separate line items

Hold down

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titleCTRL
on a PC or
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titleCOMMAND
on a Mac and then click on the line items you want to select.

Select all line items between first selected

Hold down

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titleSHIFT
and then click on that last line item of those you want to select between the first selected.

Unselect one ore more line items

  1. Press

    Status
    titleESC

  2. Click once on a selected line item and all selected line items will be unselected

  3. Click on the

    Status
    titleX
    icon to the right in the search bar

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HINT: If you want to do a search while having more line items selected you can just press the ‘loop’ icon in the top left corner and the search bar til appear.

Copy/Edit function

You can copy the value of most fields in the list by hovering the mouse over the field for 1 sec and then press the copy icon. The value of the field can now be pasted to other fields in ADPOINT (i.e to search bar) or to another application.

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Using the same hovering principle, some fields also have a edit function icon which indicates you change the content of that specific field - for instance the status:

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Column sorting

When hovering the column a column menu is displayed - it appears when clicking the vertical 3-dot menu. Here you can choose the sort order of each column. Or you can simply click directly on the column to get the default sort order and click again to get the reverse sort order.

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It is also possible to sort multiple columns on more levels by holding down

Status
titleCTRL
on a PC or
Status
titleCOMMAND
on a Mac while clicking on the columns. Again, an additional click reverses the sorting.

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Column pinning

It is possible to pin columns either to the left or right from the 3-dot menu.

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INFO: The pinning will not be lost when logging out or when refreshing the UI or browser window

Line item pinning

It is possible to pin line items either to the top or bottom from the context menu (right click on a line item to access) or the 3-dot menu to the right on all line items:

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